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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,525 | $39,245-70.6% | $64,105-82.0% | $52,331-78.0% |
| Participation rate | 83.5% | 58.2%+25.2pp | 68.2%+15.3pp | 68.1%+15.4pp |
| Annual return | 2347.25% | 14.79%+2332.5pp | 791.24%+1556.0pp | 4.54%+2342.7pp |
| Employer contribution / active EE | $2 | $736-99.8% | $1,820-99.9% | $1,882-99.9% |
| Participant deferral / active EE | $1,599 | $1,992-19.7% | $2,822-43.3% | $3,022-47.1% |
| Admin fee / account holder | $18,656 | $592+3048.8% | $4,499+314.7% | $592+3053.6% |